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  • Michael Kors higher after bottom line beat [View news story]
    up 8.27% on the day with over 20M shares traded (avg. = 3.8M), I call that bullish...(at least for yesterday)
    Nov 5, 2015. 07:00 AM | Likes Like |Link to Comment
  • Encana Is Set For A Comeback [View article]
    Holding into the 11 Nov earnings report; if it touches support at around $6.50 I will add. This is an energy company that is still migrating from nat. gas into oil (with properties in some good US plays), and should be evaluated as such.

    You should consider ignoring statements from Deutsche Bank - they do not move price and they are not always right, and it makes me think that was the prime motivator in the writing of your article.
    Oct 30, 2015. 11:50 PM | 1 Like Like |Link to Comment
  • 5 Lowest Priced Healthcare Dogs See 21.07% More Net Gains As Of October 14, 2016 [View article]
    I do remember buying and reading the book when it came out in 1990 or 1991; he also said you should discard the highest yielding Dow component based on likely structural (internal) problems.

    There was also the "penultimate" pick which was supposed to be the 2nd highest yielding Dow component.

    Still an interesting strategy, even when applied to a larger universe of stocks. Good luck with it.
    Oct 18, 2015. 12:48 AM | Likes Like |Link to Comment
  • Encana Corp.: What Assets Are Next In Line To Be Sold? [View article]
    Perhaps I left an impression that I'm negative on the shares but I'm not, went long at $6.89 in mid-August (not a full position but dipped in); shortly after, the stock dipped to its 52-wk low and has since recovered.

    Could have sold with a quick 30% profit but decided to hold the shares.

    Yes I'm aware of the high market prices in that region of the US, I have family in NYC, Long Island and Connecticut and their home heating bills are not cheap.

    I appreciate the article and the commentary.
    Oct 13, 2015. 07:02 AM | 2 Likes Like |Link to Comment
  • Encana Corp.: What Assets Are Next In Line To Be Sold? [View article]
    Deep Panuke is, literally, running out of gas. It never reached full potential, most operators (Exxon, etc.) have left the area, and its filling with sea water.

    Who'd buy it now? EnCana was fortunate to recoup its investment 2013-2015 and they needed a polar vortex and extreme cold in New England to do so.

    And it's a part-time asset, operating/producing in winter months only.
    Oct 12, 2015. 03:03 AM | 2 Likes Like |Link to Comment
  • Royal Bank Of Canada Vs. Toronto-Dominion Bank: Which Canadian Bank Is The Better Long-Term Buy Right Now [View article]
    Own shares of TD, and also actually like all the "big 5" - CM, RY, BNS, TD and BMO. Stability, reasonable (and safe) dividends.

    In my view the article should have mentioned that these have a fairly strong correlation with the price of oil - as evidenced by the drop in price this year as crude dropped - and also the recent strength: as Brent and WTI moved up, so did all of these banks.
    Oct 12, 2015. 01:10 AM | Likes Like |Link to Comment
  • GlaxoSmithKline: Is A 6% Dividend Enough? [View article]
    They've some pretty highly thought of HIV drugs, and the pipeline itself doesn't look too bad either; I do agree that 3 Nov date (first "R&D day" since 2003) will be worth watching.
    Sep 27, 2015. 02:45 AM | Likes Like |Link to Comment
  • How I'm Reacting To The Ups And Downs Of My Portfolio [View article]
    You did a good explanation of your plan, I'm just thinking:
    a) very little exposure to utilities (one telecom - T)
    b) no bonds (?) - a key component of most retirement portfolios
    c) some of your higher income contributors (RRD for example) are not covering their dividends with current earnings
    d) have you calculated the Beta of the overall portfolio [?]

    People today scoff at the yields on long-term US Treasuries - they fail to put things in perspective however; for example in 1990 a 30-year UST yielded 9% yet inflation was about 6% - effective yield equaled 3%.

    Today's long-term USTs yield about 3.1% with inflation = 0.1%, i.e. the effective yield is still 3% (safely).

    Somehow I think your portfolio could be closer to the "efficient frontier" in risk/reward terms. Good effort though.
    Sep 23, 2015. 09:58 AM | Likes Like |Link to Comment
  • Rex Energy - Redetermination Hurdle Behind It, A Bottom Should Be Near [View article]
    Looks toast to me - 771 Mil LT debt, 6 Mil cash on hand, Mkt. cap = 128 Mil. as of June 2015.

    Mkt. close 24 Apr 2014 = 21.50,
    Mkt. close 20 Jan 2015 = 2.50,
    that's a lot of wood chopped.

    Good luck.
    Sep 16, 2015. 06:04 AM | 3 Likes Like |Link to Comment
  • CenterPoint Energy, Inc: Come For The Value, Stay For The Yield [View article]
    It's interesting under $18 a share, CNP used to be the old Houston Industries, I owned shares back in the 90s...

    Wonder what you guys think of D, DUK, TRP, EDE, WR, and if Fed raises rates (albeit minutely) what will be overall effect on utilities?

    Lastly they are all down in price lately, so is it a good entry point here or wait?
    Sep 14, 2015. 05:54 AM | Likes Like |Link to Comment
  • Toronto-Dominion Bank Dividend Stock Analysis 2015 [View article]
    Nice article though.
    Sep 10, 2015. 05:36 AM | Likes Like |Link to Comment
  • Toronto-Dominion Bank Dividend Stock Analysis 2015 [View article]
    I own shares and the drawback for me is that Govt. of Canada takes almost 15% of the dividend in the form of Foreign taxes withheld.
    Sep 10, 2015. 05:35 AM | Likes Like |Link to Comment
  • Southwestern Energy - Not Immune To Punitive Realizations [View article]
    Just to revisit this article since it was written on 3 Aug, SWN traded at 17.53-18.50 that day; closed Friday 4 Sep at $15.41 (12% lower than the 3 Aug low).

    Looks like $15 is a weak support. The EIA gas storage report on 3 Sept showed an increase of 94 Bcf in the working stocks; price seems to be holding steady at $2.60 as we start heading into Fall and Winter.

    Anyone changed their mind on owning this for long-term? Price seems attractive here, but as noted above, Q3 earnings numbers remain to be seen.
    Sep 8, 2015. 07:33 AM | Likes Like |Link to Comment
  • Encana: Vast Asset Portfolio Is A Source Of Funds, But Divestiture Proceeds May Disappoint [View article]
    While I do not disagree with your comments, I'm just looking from the investor perspective of accumulating shares and then having the company assets sold off (in the case of Haynesville shale, 850M looks like it sold at quite a discount).

    Yes, market cap relative to debt looks terrible right now, although it has greatly improved (rather quickly) in one week's time.

    FD: I went long the shares at $5.985 last week, bought before the Haynesville news emerged. At $6 a share I didn't want to pass up the opportunity to dip in.
    Sep 1, 2015. 04:53 AM | Likes Like |Link to Comment
  • Seeking Diversification - Top 3 ETFs [View article]
    Somehow I disagree with your've chosen three ETFs that, ranked on the S&P500, exhibit low correlations with that index.

    Markowitz was not just about diversification and low correlations; with MPT he sought efficient portfolios that provided the highest return commensurate with a given level of risk...
    Aug 31, 2015. 04:35 AM | Likes Like |Link to Comment